See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,969 | $177,572-58.3% | $154,803-52.2% | $142,382-48.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 29.30% | 65.07%-35.8pp | 58.88%-29.6pp | 217.08%-187.8pp |
| Employer contribution / active EE | $14,610 | $4,810+203.7% | $4,305+239.3% | $4,299+239.8% |
| Participant deferral / active EE | $10,797 | $6,272+72.2% | $5,540+94.9% | $6,507+65.9% |
| Admin fee / account holder | $74 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |